Janney Montgomery Scott
PWP

Janney Montgomery Scott’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Janney Montgomery Scott’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-7,343
Closed -$222K – 2100
2018
Q1 		$222K Sell
7,343
-7,693
-51% -$233K ﹤0.01% 1767
2017
Q4 		$471K Sell
15,036
-1,636
-10% -$51.2K ﹤0.01% 1333
2017
Q3 		$510K Sell
16,672
-54,963
-77% -$1.68M 0.01% 1249
2017
Q2 		$2.17M Buy
71,635
+4,273
+6% +$129K 0.03% 541
2017
Q1 		$2.11M Buy
+67,362
New +$2.11M 0.03% 543

Other funds holding PWP

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Janney Montgomery Scott's PWP Position: Q2 2018 in Review

Janney Montgomery Scott sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q2 2018, closing a stake of 7,343 shares — an estimated $222K sold.

Janney Montgomery Scott first reported a position in PWP in Q1 2017 and held it in 5 quarters. The position peaked at $2.17M in Q2 2017. 1 fund tracked by Wall St. Rank holds PWP as of Q2 2018.

  • Janney Montgomery Scott reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,343 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $222K.
  • Janney Montgomery Scott first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q1 2017 and held it in 5 quarters.
  • Janney Montgomery Scott's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $2.17M in Q2 2017.
  • 1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q2 2018.

Based on Janney Montgomery Scott's 13F filing for Q2 2018, filed 24 Jul 2018.